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Personal Financial Planning

Metropolitan State University of Denver has offered the Personal Financial Planning Certificate Program since 1995, and the need for financial planning services has risen sharply since then. With the public's growing need for objective financial planning advice, combined with the rigorous standards demanded of CERTIFIED FINANCIAL PLANNER™ professionals, the decision to pursue CFP® certification is an excellent career choice.

MSU Denver has provided training for professionals at top financial institutions—including American Express Financial Advisors, TIAA-CREF, Charles Schwab, Merrill Lynch, Wells Fargo, and Invesco Funds—giving them the technical education needed to earn their CFP® certification.

This program offered through Metropolitan State University of Denver is one of the most comprehensive training programs in the nation. It will provide you with the tools necessary to pass the CFP® Certification Examination and give you the insight needed to become a successful personal financial planner. Program instructors are qualified CFP® professionals who have many years of practical experience and who are active in the industry.

See the current schedule and register for the Personal Financial Planning Certificate here.

This non-credit certificate program does not require or include admission to MSU Denver's undergraduate or graduate programs, nor does participation in the program earn college credit. The certificate is offered as an outreach effort by the Finance department at the MSU Denver College of Business, where you will also find many excellent undergraduate and graduate degree options. The certificate is intended for those who already have a bachelor's degree (in any field), who wish to earn the right to sit for the national CFP® exam. If you want to pursue a bachelor's degree that also prepares you for CFP® certification, consider the MSU Denver B.S. in Finance with a Financial Services Concentration. Both the non-credit certificate program and the BS Finance program are registered with the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 


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